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QuickGuidetoGettingStartedwith
BusinessObjects
LogontoInfoView
TouseInfoViewandWebIntelligence,youmustfirstlogontoMyEdportalandlaunch
BOXIfromthe'BusinessObjectsReporting'channelwhichislocatedontheAdmintab.
Note:TousetheadvancedfeaturesofBusinessObjectsEnterpriseandInfoView,itis
recommendedthatyouuseInternetExplorer.

TologontoInfoView
1. Openyourwebbrowser.
2. GotoMyEdportal:https://www.myed.ed.ac.uk
3. FromtheAdmintab,clickontheLaunchBOXIbuttontoopentheapplication.
4. TheBusinessObjectsInfoViewhomepageappears.

SettingInfoViewPreferences
InfoViewpresentsanumberofformatsforviewingWebIntelligentdocuments.Beforeyou
beginyouneedtodefinethe'Interactive'formatasthedefaultoptionforyouruser
account.Thiswillallowyoutofilter,sort,addsimplecalculations,ordrillonthevalues
displayedinthereports.
Todothis,simplyfollowthe3stepsbelow:
1. FromtheInfoViewhomepage,selectthepreferencesiconfromtheNavigationalbar.
2. SelecttheWebIntelligenceDocumenttabandchecktheradiobuttonbeside
Interactivetosetyourviewformat.
3. Onceyouhavedonethis,scrolldowntotheendofthepageandselecttheOKbutton
tosavechanges.
YoupreferenceswillbesavedandyouwillbereturnedtotheInfoViewHomepageonce
again.

Opening,ViewingandClosingWebIntelligence
documents
ToOpenandViewaWebIntelligencedocument
1. OpentheTrainingfolderwithinthePublicFoldersfolder.
2. OpentheWebIntelligenceSampledocumentfromthelistofobjects.
Note:Toopenthedocument,singleclickonthedocumentname.Clickingonthe
documentnameopensthemostcurrentversionofthereport.Thedocumentopensin
theWorkspacePanel.
3. ClicktheHidetheNavigationPanelarrowtoviewtheWebIntelligencedocumentin
thefullInfoViewwindow.
4. ClicktheDocumentdropdownarrowonthedocumenttoolbartoviewthemenu.This
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menuallowsyoutocloseandsavethedocument.
5. ClicktheViewdropdownarrowonthedocumenttoolbartoviewthemenu.Thismenu
alsoallowsyoutoviewthedocumentindifferentmodes:Pagemode,Draftmodeand
PDFmode.ItalsoallowsyoutodisplaytheLeftPanel.
6. IftheLeftPaneloptionisnotalreadyselected,clickLeftpanelontheViewdropdown
menu.TheLeftpanelopensintheInfoViewWorkspace,nexttothedocumentyouare
currentlyviewing.Bydefault,theNavigationMappaneshouldappearautomaticallyin
theLeftpanel.
7. IntheNavigationMappane,click+nexttoOrdersbyCountryreport.Thereportfolder
expandsanddisplaysallthesectionsorganisedintheOrderbyCountryreport.
8. NavigatethereportbyclickingonEnglandintheGroupTree.Thereportrepositionsto
showthedetailsonEngland.
9. ClickonUSAinthetable.ThereportnavigatestoshowUSAsectionofdata.

ClosingaWebIntelligencedocument
TocloseaWebIntelligencedocument,youcaneitherselecttheCloseoptiononthe
Documentmenu,orclickontheXbuttonintheupperrighthandcornerofWorkspace
Panel.ClickingonanyofthefoldersorcategoriesintheNavigationPanelwillimmediately
replacetheopendocumentwiththelistofdocumentscontainedinthatfolderorcategory,
effectivelyclosingthedocument.

CreatingnewWebIntelligencedocuments
CreateanewWebIntelligencedocument
ToCreateanewWebIntelligencedocument,followthestepsoutlinedbelow:
1. OntheInfoViewNavigationBar,clicktheNewdropdownmenu.
2. SelectWebIntelligenceDocumentfromthemenu.
3. ClickontheeFashionuniversewhichisdisplayedintheObjectsarea.TheJavaapplet
downloadsifthisisthefirsttimeyouarecreatingadocumentusingtheJavaReport
Panel.IfyouarepromptedbyaJavaSecurityboxatthisstage,simplyclickYesto
continue.
TheJavaReportPanelEditQueryviewdisplays.Theclassesandobjectsthatreference
theeFashionuniversearedisplayedintheDatataboftheEditQueryview.
4. Tobuildthequery,yousimplymovetheobjectsyouwantinyourreportfromtheData
tab(ontheleft)totheResultObjectspane.
Handyhint:Tousethefullwidthofyourscreen,youcanToggleNavigationbyclicking
thetoggleiconbuttononoroff.

BuildingQueries
TobuildaqueryintheJavaReportPanel
1. IntheDatatab,click+toexpandtheTimeperiodclasstoviewtheobjectsinthe
class.
2. ClickanddragtheYearandQuarterdataobjectsintotheResultObjectspane.
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Note:YoucanalsodoubleclickontheobjecttomoveitontotheResultObjectspane.
TheselectedobjectsdisplayintheresultsObjectspaneasshownbelow:
3. Click+toexpandtheMeasuresclass.
4. DoubleclicktheSalesRevenueobjecttoaddittotheResultObjectspane.
5. ClickRunQueryonthetoolbar.
TheQueryisexecutedandthedatareturnedisdisplayedinanewreportintheEditReport
view.Thevaluesreturnedbytheobjectsyouselectedarepresentedbydefaultinavertical
table.

SavingDocuments
Tosaveanewdocumenttoapersonalfolder
Usingthereportyouhavejustcreated,
1. IntheEditReportview,clicktheSavedropdownbuttonontheReportPaneltoolbar.
2. SelectSaveasfromthedropdownmenu.TheSaveDocumentdialogboxopens.
3. IntheTitlefield,type"SalesRevenueReport"asthenameofthedocument.
4. IntheDescriptionfield,type"QuarterlyeFashionsalesrevenuereportforallyears"as
thedocumentdescription.
5. Leavetheoptionsbelowthekeywordstextboxunselected.Bydefault,theRefreshon
openoptionisnotselectedsothatuserswillalwaysseetheoriginaldatathatwas
retrievedwhenthedocumentwascreatedorlastrefreshed,andwhichwasstoredin
thedocumentwhenitwassaved.
6. IntheLocationbox,click+toexpandtheMyFoldersfolder,ifthefolderisnotalready
expanded.
7. ClicktheFavouriteslink,tostorethisdocumentinyourFavouritesfolder.
8. Click+toexpandthecategories.
9. SelectthecheckboxbesidePersonalCategoriesandclickOK.
10. ThedocumenthasbeensavedtoyourFavouritesfolderandreferencedunderyour
Personalcategory.Youcannowmoveorcopythisdocumenttootherfolderlocations
inInfoViewifrequired.

PrintdocumentsfromInfoView
Printingdocuments
InordertoprintaWebIntelligencedocument,youneedtodisplaythedocumentinPDF
formatandthenprintfromAcrobatReader.Toensurethebestqualitypossible,itisbest
nottoprintfromthebrowserprintbutton.
IfyouareviewingaWebIntelligencedocumentineitherHTMLformatorInteractive
modes,clickView>PDFtoswitchtoPDFformatpriortoprinting,makingsureyouselect
printfromthePDFtoolbarandnotthebrowserprintbutton.
Note:EachreportwithintheWebIntelligencedocumentwillneedtobeprinted
individually.
1. SwitchtoPDFformatpriortoprinting
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2. SelecttheprinticonfromthePDFtoolbarandnotthebrowsertoolbar.

Editadocumentsquery
Editaquery
Tochangethequerydefinition,youcanedittheoriginalquerythatyouusedtoretrieve
dataandcreatethedocument.
Onceyouhavecreatedadocument,youcaneasilychangetheinformationthatis
displayedintheresultingreportbyaddingorremovingobjectsintheunderlyingquery.
Then,onceyouhaverunthequeryandreturnedtoviewthereportintheEditReport
view,youcaneasilymovethenewobjectsfromthedatataboftheReportManagerintoa
reportblockbyclickinganddraggingthemontothereport.
NB:Thisprocessiscalled"projectingdata".

Toeditthequery
1. OpentheSalesRevenuedocumentandselectEditfromthedocumentdropdown
menuontherighthandsideoftheInfoViewNavigationBar.
2. ClickEditQuery.
TheEditQueryviewisdisplayed.Youcanchangethedataretrievedbythisqueryby
addingorremovingobjects,changingfilters,andbychangingtheorderoftheobjects
astheyappearintheResultObjectspane.
3. FromtheDatatab,click+toexpandtheStoresclass.
4. DragtheStorenameobjecttotheResultObjectspane.TheResultsObjectspanel
displaysasshownbelow
5. ClickRunQueryontheReportPaneltoolbar.
ThequeryisrefreshedandthenewobjectdisplayedintheReportManagerDatatab.
Noticethatalthoughthestorenameobjecthasbeenaddedtothedataprovider,itis
notshowingintheactualreport.Nowthatyouhaveretrievedadditionaldatafromthe
databasewithyourmodifiedquery,youneedtoprojectthisnewdataintotheblockinyour
report.
Thisprocessiscalled"projectingdata"andiscoveredinthestepsbelow.

Toprojectdataintoatable
Continueworkingwiththereportfromthepreviousexercise.
1. ClicktheDatataboftheReportManagertoviewtheobjectsinyourquery'sdata
provider.
2. ClickanddragtheStorenameobjectontothedocumentpane,towardstheedgeofthe
firstcolumnintheblock.
Note:Whendragginganddroppingobjectsontoablock,donotdroptheobjectsontoa
columnheaderorfooter.Theresultswillnotdisplayasexpected.Objectsshouldbe
droppedinthedetailcellsoftheblock.
3. Droptheobjectwhenthetooltip'Dropheretoinsertcell'displays.TheStorename
objectsdatahasbeenaddedasthefirstcolumnintheblock.
Note:Ifthetooltip"Dropheretoreplacecell"displays,thenyouwillreplacethe
currentcolumnwiththenewobject'sdata.
4. SavethedocumenttoyourFavouritesfolderasSalesRevenueperStore.
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TableTemplates
Creatingtables
Whenyoufirstcreateanewdocumentbybuildingandrunningaquery,thedataretrieved
isgenerallydisplayedbydefaultinaverticaltable.Youcanalsoinsertoneormoretables
intoablankreportorevenaddthemtoanexistingreport.Youinserttablesbydragging
oneofthefollowingelementsontoablankareaofthereport:
Theobjects(fromtheDatatab)forwhichyouwantthetabletodisplayvaluesthisis
afastwaytobuildsimple,verticaltables.
Tabletemplate(fromtheTemplatestab)thatdefinesthestructureofthetable,to
whichyouthenallocateobjectsthisisthefastwaytobuildmorecomplextableswith
precision.
TheWebIntelligenceJavaReportPanelallowsyoutomakemodificationstodocumentsand
previewthosechangesinViewStructure,ViewResultsandViewPageLayoutmodes.
ViewStructuremodedisplaysthestructureofthereportanddefinitionofdatafilters,sorts
andcalculations.[SwitchbetweenStructureViewandResultsview]
ViewResultsmodedisplaystheresultsretrievedfromthedatasourceandhowthereport
willprint.[SwitchbetweenResultsViewandStructureview]
ViewPageLayoutmodedisplaystheresultsretrievedinapagelayoutwithmargins,
headersandfooters.

Verticaltables
Creatingaverticaltable
Sincethedefaultviewofnewreportsisaverticaltable,youhavealreadybeencreating
verticaltables.Asarefresher,thisscenariowillwalkyouthroughcreatingonemore
verticaltable.

Tocreateadefaultverticaltable
1. IntheJavaReportPanel,buildaqueryusingtheeFashionuniverse,andselectthe
Year,State,City,StorenameandSalesrevenueobjects.
2. ClickRunQuery.Youresultsdisplaysinaverticaltable.
3. SavethedocumenttoyourFavouritesasTables.

Tocreateaverticaltablefromthetemplate
Aswejustsaw,bydefault,dataisdisplayedinaverticaltablewhenaqueryisrun.Inthis
scenario,youadddatatoablankverticaltabletemplate
1. ContinueworkingintheTablesdocument.
2. RightclicktheReport1tabandselectInsertReportfromtheshortcutmenu.
3. InReport2,clicktheTemplatestaboftheReportManager.Thereportelementsyou
canchoosefromtocreateatableinthenewreportappearintheTemplatestabofthe
ReportManager.
4. IftheTablesfolderisnotalreadyexpanded,click+toexpandtheTablesfolderto
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showthedefaulttabletemplateoptions.
5. DragtheVerticalTabletemplateintotheDocumentzone.Twoemptycellsareinserted
inthedocumentzone,abluelineonefortherowheader,andablankoneforthecell.
6. ClicktheDatatabtoviewtheavailableobjectsinthequery.
7. DraganddroptheStateobjectoverthefirstdatacolumn(bluecolumnheading).
Note:Movingtheobjectoverdifferentareaswithinthetableprovidesdifferentoptions
forplacingtheobject.
8. DragtheSalesrevenueobjectfromtheDatatabtotherightedgeoftheStatecolumn.
Droptheobjectwhenthetooltip"Dropheretoinsertcell"displays.Youhave
positionedtheStateobjectasthefirstcolumnheaderinthenewverticaltable,and
theSalesrevenueobjectasthesecondcolumnheader.TheRevenuedatais
aggregatedtodisplayeachState'soverallrevenueforallyears.
9. Savethedocument.

Horizontaltables
Creatingahorizontaltable
Tocreateahorizontaltable
1. IntheTablesdocument,rightclicktheReport2tabfromthebottomofthereportand
selectInsertReport.
2. InthenewReport3tab,intheReportManager,clicktheTemplatestab.Thereport
elementsyoucanchoosefromtocreateatableinthenewreportappearinthe
TemplatestaboftheReportManager.
3. DragtheHorizontalTabletemplateintothedocumentzone.Twoemptycellsare
insertedinthedocumentzone,abluelineonefortherowheader,andablankonefor
thecell.
4. ClicktheDatataboftheReportManager.
5. DraganddroptheYearobjectoverthefirstrowinthetabletemplate.
Note:Movingtheobjectoverdifferentareaswithinthetableprovidesdifferentoptions
forplacingtheobject.Thedifferentoptionsavailabledisplayasatooltip.Youwantto
positiontheYearobjectastherowheaderinthenewhorizontaltable,andeachyear
inthedatabaseappearsacrosstherow.
6. DraganddroptheSalesrevenueobjecttothebottomedgeoftheYearheadercell.
DroptheobjectwhenthetooltipDropheretoinsertacelldisplays.
Note:youcanalsoCTRL+Clicktoselectseveralobjectsandthendragthemtothe
documentzone.SalesRevenueisnowthesecondrowheaderandrevenuedata,
aggregatedforeachyear,appearsacrossthesecondrow.
7. DraganddroptheStorenameobjectasthethirdrowinahorizontaltable
8. Savethedocument.

Crosstabs
CreatingaCrosstab
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Crosstabsaremostcommonlyusedtoshowthecrosssectionofthreeaxesofinformation.
Inthisscenario,salesrevenuefiguresareaggregatedtoreflecteachcity'sresultsper
year.

Tocreateacrosstab
1. IntheTablesdocument,rightclicktheReport3tabandselectInsertReportfromthe
shortcutmenu.
2. InReport4,clickTemplatestaboftheReportManager.Thereportelementsyoucan
choosefromtocreateatableinthenewreportappearintheTemplatestabofthe
ReportManager.
3. DraganddroptheCrosstabtabletemplateintotheDocumentzone.Threeemptycells
areinsertedinthedocumentzone,twobluecellsfortherowandcolumnheaders,and
ablankoneforthebody.
4. ClicktheDatatabontheReportManager.
5. DraganddroptheCityobjectoverthecolumnheaderinthecrosstabtable.
Note:Movingtheobjectoverdifferentareaswithinthetableprovidesdifferentoptions
forplacingtheobject.
6. DraganddroptheYearobjectovertherowheaderinthecrosstabtable.
7. DraganddroptheSalesrevenuemeasuresobjectoveracellinthebodyofthe
crosstabtable.Thecrosstabappearsinyourreportasshownbelow.Thiscrosstab
displaystheYearsacrosstheverticalaxis,theCitiesacrossthehorizontalaxis,and
theSalesrevenuedatainthebodyofthecrosstabisaggregatedtoreflectthecross
sectionofbothdimensionobjects.
8. Savethedocument

SharingDocuments
SharingdocumentswithInfoViewusers
TosharedocumentswithotherInfoViewusers,youcaneithersendadocumenttoauser's
Inbox,oryoucansaveitasapublicdocument,ifyouareauthorisedtodoso.

TosendadocumenttoanotherInfoViewuser
1. FromtheNavigationPane,click+toexpandPublicFolders.
2. Selectthecheckboxbeforethereportwhichyouwouldliketosharewithacolleague.
3. ClicktheSenddropdownbuttonontheNavigationBartoactivatethemenu.The
availablesendoptionsdisplayonthemenu.Youcansenddocumentstoanotheruser's
InfoViewinbox,auser'semail,andtoanFTPorFileLocation.
4. SelectToBusinessObjectsInboxfromthedropdownlist.
Note:Sendingadocumenttoauser'sBusinessObjectsInboxwillsendthedocument
tothatuser'sInboxfolder,locatedunderMyFoldersinInfoView.Tosenddocuments
toanotheruser'sEmailaddress,selectToEmail.
5. FromtheDestinationsdropdownlist,verifythatInboxisselected.
6. CleartheUsetheJobServer'sdefaultscheckboxtoviewthefullpageandtoselect
specificusersorgroupswhomyouwanttoreceivethedocument.ThefullSend
Documenttodestinationpagedisplays.
7. FromtheChoosedropdownlist,selectUsers.Iftherearemanyuserstochoosefrom,
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youcansearchfortheuserorgroupsname.
8. Findthenameofthepersonyouwishtosendto.
9. Selecttheirnamefromthelistandclickthe>buttontoaddusernametotheSelected
Recipientslist.
10. SelecttheAutomaticallygeneratedoptionastheTargetName.Thefilenameofthe
documentisautomaticallygenerated,unlessyouspecifyotherwise.
Note:Thespecificnameoptionallowsyoutospecifyadifferentnamefortheobject
thatyouaresending.Whenyouspecifyatargetnameforthedocument,youmust
alsoaddtheFileExtensionplaceholderattheendotherwisethefilenamewillhaveno
extensionandwillnotbesentsuccessfully.
11. SelectCopyfromtheSendAsoption.Thefilecanbeeithersentasacopyorasa
shortcut.
12. ClickSubmit.Thedocumenthasbeensenttothedesignateduser'sInbox.Toverify
theprocedure,youwilllogoffandthenlogbackontoInfoView,andthencheckyour
Inbox.ThecopyoftheReportdocumentthatwassentshouldbelocatedintheInbox.
Note:YoumayneedtoclicktheRefreshbuttontoseethenewdocument.
13. ClickonthedocumentnamefromyourInboxtoopenanydocumentssenttoyouby
another.

SharingbeyondWebIntelligence
TosharewithcolleagueswhoarenotusersofWebIntelligenceorotherBusinessObjects
queryingtools,youcansaveyourreportsinAdobePDForMicrosoftExcelformat.That
way,youandyourcolleaguescaneasilyviewandprintthemusingAdobeAcrobatReader
orExcel.WhenyousaveadocumentinPDFformat,thepagelayoutandformattingofthe
WebIntelligencedocumentisretainedinthePDFfile.

TosaveadocumentinotherformatsfromInfoView
1. Click+toexpandPublicFolders
2. OpenWebIntelligenceSamplesfromtheTrainingfolder.
3. ClickSavetomycomputeras>PDFfortheDocumentmenu.
4. Thefiledownloadwindowopens.ClickSave.TheSaveAswindowappears.
5. SpecifythefilelocationandclickSave.Thedocumentissavedtoyourlocalcomputer.
YoucannowbrowseandopenthePDFdocument.

SavingDocuments
SavingDocumentsforsharingwithothers
Whenyousaveyourdocumentasapublicdocument,youaremakingitavailabletoawide
audienceofusers.Yourcolleaguescanthenrefreshormodifythedocumentandsaveit
again,makingiteasytocollaboratewithoneanother.Publicdocumentsaresavedtoeither
apublicorprivatefolderandcanalsobeaddedtoacategory.Publicdocumentsremainin
therepositoryuntiltheBusinessObjectssystemadministratorremovesthem.Thisisan
idealmethodforcommunicatinginformationacrosstheorganisation.Publicdocumentsare
accessibletogroupsofusersacrosstheorganisation.

Tosaveasapublicdocument
1. Click+toexpandPublicFolders.
2. OpentheWebIntelligenceSampledocumentfromtheTrainingfolder.
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3. ClickSaveAsfromtheDocumentmenu.TheSaveDocumentwindowopens.
4. EnterMyPublicDocumentasthetitle.
5. Clickonthe+toexpandPublicFolders
6. SelecttheTrainingpublicfolderasthepublishlocation,andclickOK.
YourdocumentisnowstoredsuccessfullyintheTrainingPublicfolder.

SchedulingDocuments
SchedulingdocumentsinInfoView
Schedulingadocumentletsyourunitautomaticallyatspecifiedtimes.Whenascheduled
documentrunssuccessfully,aninstanceiscreated.Aninstanceisaversionoftheobject
containingthedataavailableatthetimeitwasrun.Therefore,instancescreatedlater
containmorerecentdata.
Youcanseealistofinstancesbylookingatadocument'shistory,andyoucanclickthe
linktoanyhistoricalinstance.Youcanviewandrefreshanyinstancetoretrievethelatest
datafromthedatabase.
Byschedulingandviewinginstances,youcanensureyouhavethelatestinformation
availableforviewing,printing,anddistributing.Forexample,youcanscheduleareport
object(document)toruneverynightsoit'savailableforyoufirstthinginthemorning.

Toscheduleadocument
1. NavigatetotheWebIntelligencesampledocumentlocatedinyourPublicFolders.
2. ClicktheSchedulelinkfortheobjectlocatedbelowthedocumentname.Theschedule
pageappears.
3. Click+nexttoeachgroupofoptionsinthispage,toviewthepageasshownbelow:
4. SelectNowfromthe'When:RunObject'dropdownlist.
5. Leavetheremainingoptionsattheirdefaultvalues.
Note:youcanalsospecifythedestination,format,ServerGroupandcachingoptions
whenschedulingadocument.
6. ClickSchedule.TheSchedulepageforthedocumentdisplays.
7. ClickRefresh.Thedocumenthasbeenscheduledandrunanewinstancehasbeen
addedtothedocument.

Logoff
LoggingofffromInfoView
WhenyoulogofffromInfoView,youcansaveanysettingsyoumayhavechanged.
1. FromthenavigationBar,clicktheLogofficon.
2. TheLogoutwithEASEpagewillnowbedisplayedinyourbrowser.Makesureyouclick
theLogoutNowbuttontoensurethatyouhaveloggedoffsuccessfully.

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